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VAT rules

(Settings - Factura)
 

Topics in overview:

Settings - general
Settings - user (admin)
Settings - calendar
Settings - CRM
Settings - EMS
Settings - Factura
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Related topics:

General settings
Payment types
Internal accounts
VAT rules

User-defined additional fields for articles
Units of measure
Storage options
CheckOut 

Delivery
​Subscription rules
Document settings

The advantages of having VAT rules

1. You can define VAT rules for the processing of local and international orders.

2. If the VAT rate changes, all you need to do is change these rules. All articles associated with this rule will then be converted accordingly.

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Creating a VAT group

a) Select Settings, then Faktura.

b) List of previously defined VAT groups.

c) Use the "Add VAT group" button to create a new VAT group.

d) Use EDIT to edit an existing VAT group. All the fields are the same as for creating a new group - see next item...

 

Creating VAT rules for a group​

a) Choose a name for the rule.

b) Here you can enter a numeric value for the general VAT rate.

c) Select the country of the seller.

d) Select the country of the buyer.

e) Enter a percentage rate for this rule.

f) As soon as you click the Add rule button, the just defined rule is added to the table below. If more rules are needed, define them and add them using this button.
 
 
 

Finalizing a VAT group

a) Table of defined rules. In this example: Delivery within Switzerland = 8 % Delivery to other countries (* means all other countries) = 0 %.

b) Delete rule.

c) Once you have finalized all the rules for this VAT group, click Save.

The VAT rules are allocated to the respective articles in Factura's article management: Article management instructions.

 

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